Question About Engagement Programs

[kenmckown]

So I am investigating Engagement Programs to replace our standard nurture programs. I have been researching how they work and have run into a couple questions.

As an example, our nurtures are built as Smart Campaigns. We pull people in with triggers such as a person status change, then setup 5-8 emails that flow using wait steps. We also remove people from the flow if for example their status changes, becomes a customer, etc.

What I have run into with Engagement programs, is that they seem to flow without any steps to remove someone. Is it possible to setup something to remove them from the program?

The transition rules seem to work as a way to move people from one stream to another, which is beneficial for moving someone from say a BOFU campaign to a MOFU campaign, but I am not seeing how to remove someone from the BOFU by itself.

Just curious if I am missing something obvious.

[Christiane_Rode]

You can remove people from an engagement program. but there are caveats to removing them -- basically, only remove them if you never wanted them to be there. You can also pause people in your campaign, but they can still transition between streams if they meet the transition criteria (even if they haven't received content).

[kenmckown]

So this would require building a separate program that is constantly running to remove/pause them when they reach the criteria if I am understanding this correctly?

[kenmckown]

I forgot to add my second question. I was trying to build a program to insert into the Stream, but it won't let me build an Email Send program.

[Darshil_Shah1]

You can only add email assets or default programs in the Engagement program stream. Additionally, you'd need campaigns (with the right flow steps and smart list criteria) to pause/add/remove people from the engagement programs; you can manage transitions between streams using transition rules; however, for the rest, you'd need campaigns to manage the operations. Some links from the documentation below for your reference: 

1. Add to Engagement Program
2. Change Engagement Program Cadence
3. Change Engagement Program Stream
4. Change Program Status
5. Adding a Program to an Engagement Program Stream
6. Transition People Between Engagement Streams
7. Add Content to a Stream

[kenmckown]

Follow-up. If all five emails are in a stream, do we have to move them to a new stream for different timing? For example:

EM1 is immediate, EM2 is two weeks later, EM3 is three weeks later, and so on. The stream setting only allows to set one timing method?